Rowland Carmichael Advisors’s Boston Scientific BSX Stock Holding History

Rowland Carmichael Advisors’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$237K	Sell	6,586 -264	-4%	-$9.52K	0.08%	271
2020 Q3	$262K	Buy	6,850 +39	+0.6%	+$1.5K	0.1%	223
2020 Q2	$239K	Buy	6,811 +467	+7%	+$16.8K	0.1%	226
2020 Q1	$207K	Sell	6,344 -179	-3%	-$6.99K	0.11%	228
2019 Q4	$295K	Hold	6,523	–	–	0.1%	228
2019 Q3	$265K	Sell	6,523 -1,758	-21%	-$74.5K	0.09%	238
2019 Q2	$356K	Hold	8,281	–	–	0.12%	182
2019 Q1	$318K	Sell	8,281 -2,431	-23%	-$92.8K	0.12%	186
2018 Q4	$379K	Hold	10,712	–	–	0.17%	146
2018 Q3	$412K	Hold	10,712	–	–	0.16%	153
2018 Q2	$350K	Hold	10,712	–	–	0.15%	181
2018 Q1	$293K	Hold	10,712	–	–	0.16%	175
2017 Q4	$266K	Buy	10,712 +197	+2%	+$5.43K	0.14%	201
2017 Q3	$307K	Hold	10,515	–	–	0.17%	167
2017 Q2	$291K	Hold	10,515	–	–	0.17%	168
2017 Q1	$262K	Sell	10,515 -10,475	-50%	-$255K	0.16%	170
2016 Q4	$454K	Hold	20,990	–	–	0.27%	120
2016 Q3	$500K	Hold	20,990	–	–	0.32%	103
2016 Q2	$491K	Buy	+20,990	New	+$454K	0.31%	109

Other funds holding BSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Rowland Carmichael Advisors's BSX Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Boston Scientific (BSX) stake by 3.9% in Q4 2020, selling an estimated $9.52K and leaving 6,586 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #271.

Rowland Carmichael Advisors first reported a position in BSX in Q2 2016 and has held it in 19 quarters since. The position peaked at $500K in Q3 2016. 865 funds tracked by Wall St. Rank hold BSX as of Q4 2020.

Rowland Carmichael Advisors held 6,586 shares of Boston Scientific worth $237K as of Q4 2020.
Rowland Carmichael Advisors sold 264 Boston Scientific shares in Q4 2020, an estimated $9.52K.
Boston Scientific made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #271 holding.
Rowland Carmichael Advisors first reported a position in Boston Scientific in Q2 2016 and has held it in 19 quarters since.
Rowland Carmichael Advisors's Boston Scientific position peaked at $500K in Q3 2016.
865 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.